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Ameriprise Financial

1,339 hedge funds and large institutions have $42.9B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 458 increasing their positions, 498 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,339
Holders Change
-10
Holders Change %
-0.74%
% of All Funds
17.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
118
Increased
458
Reduced
498
Closed
99
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EGM
576
Engineers Gate Manager
New York
$1.16M -$1.18M -2,204 -50%
KA
577
Kintegral Advisory
New York
$1.16M -$2.14K -4 -0.2%
GIA
578
Gateway Investment Advisers
Ohio
$1.16M -$7.47K -14 -0.6%
P
579
Pitcairn
Pennsylvania
$1.14M -$220K -412 -16%
WANY
580
Wealthspire Advisors (New York)
New York
$1.14M -$5.34K -10 -0.5%
MSA
581
MUFG Securities Americas
New York
$1.13M +$217K +407 +24%
FMTC
582
Farmers & Merchants Trust Company
California
$1.12M +$2.14K +4 +0.2%
RA
583
RFG Advisory
Alabama
$1.12M +$24K +45 +2%
CCIA
584
Campbell & Co Investment Adviser
Maryland
$1.11M -$1.94M -3,638 -64%
GWA
585
Gratus Wealth Advisors
Virginia
$1.11M +$534 +1 +0%
VFA
586
Valeo Financial Advisors
Indiana
$1.1M +$478K +895 +77%
PCS
587
Personal CFO Solutions
New Jersey
$1.09M -$96.1K -180 -8%
FCG
588
Fielder Capital Group
Tennessee
$1.09M -$42.2K -79 -4%
AWA
589
Adapt Wealth Advisors
Georgia
$1.09M +$26.7K +50 +3%
FCFC
590
First Commonwealth Financial Corp
Pennsylvania
$1.09M +$26.7K +50 +3%
SW
591
Simplicity Wealth
New Jersey
$1.09M +$569K +1,067 +109%
AAM
592
Advisors Asset Management
Colorado
$1.08M +$47.5K +89 +5%
RRA
593
Round Rock Advisors
Connecticut
$1.08M -$1.6K -3 -0.1%
HCA
594
Harbor Capital Advisors
Illinois
$1.06M -$6.94K -13 -0.7%
ECM
595
Evergreen Capital Management
Washington
$1.05M -$11.7K -22 -1%
UAML
596
US Asset Management LLC
Pennsylvania
$1.05M -$1.6K -3 -0.2%
AWM
597
AE Wealth Management
Kansas
$1.04M +$47.5K +89 +5%
AC
598
AlphaCore Capital
California
$1.03M +$85.9K +161 +9%
CRC
599
Curi RMB Capital
Illinois
$1.02M +$1.02M +1,918 New
SC
600
Syon Capital
California
$1.02M +$73.1K +137 +8%